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Balance and Activity Statement - Current Day You have the option to create a simple, easy-to-read report that helps you keep track of your balances and activity for the current day.

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Click the Reports tab, then the “+New Report” link and select New Balance and Activity Statement - Current Day . 1. Decide whether the report should be private or shared. 2. Enter a report name. 3. Select the accounts you want to include. 4. Schedule how often to run the report. 5. Click either the Create and Run or Create button when you are finished.

Reports: Reports Overview